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Help improve excel calculations for investment tracking

$15-50 USD / hour

已完成
已发布超过 1 年前

$15-50 USD / hour

I run a tax compliance business that works with individuals with connections to both the US and Canada. These individuals have to file taxes both in Canada and the US. Over 8 years I've developed a spreadsheet to do foreign exchange conversion and tax calculations for stock investment activity. There are certain problems, however, that I've been unable to solve on my own. I am looking to work with someone to brainstorms solutions and possibly to implement them (for example, by writing macros, developing formulas, etc). Two key problems are: 1) Avoiding circularity with the use of new formulas like filter, scan, etc. 2) Creating a first in, first out approach to security dispositions for the purpose of capital gain calculations. I'm an advanced Excel user, so you should only consider this assignment if you think you are very advanced and can bring advanced solutions (either in formula, data analysis or VBA) to the problem.
项目 ID: 35123347

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Hi, I can bring advanced solutions for your work. I can provide many ideas and suggestions IF NEEDED. I am a programmer experienced in Visual Basic, MS EXCEL and VBA. Best regards, Micheal
$250 USD 在7天之内
5.0 (67条评论)
5.8
5.8
39威客以平均价$42 USD/小时来参与此工作竞价
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Dear Employer, I am a high end advanced Excel expert with over 15 years of experience and will do your job for sure. Kindly suggest a suitable time to connect. Thanks and Regards, Ashish
$50 USD 在40天之内
5.0 (288条评论)
8.4
8.4
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Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 850 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion.. Thank you Sandeep
$30 USD 在40天之内
4.9 (559条评论)
8.4
8.4
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Dear Client I am an experienced Excel and VBA professional and have served the clients throughout the globe. I have worked on several projects that involve complex reports and functionality like interacting with different databases and fetching and showing data in different formats and shapes. Please review my profile to get an insight into the quality of my work. I am an advanced VBA professional, so don't worry about that and I can answer any question that you have, as you said you are also an advance user; So it must not be hard to understand each other... I have reviewed your project and ready to proceed to it right away. Please send me a message to discuss the details and answer any of the questions we both have for each other. Will be looking forward to work with you. Warm Regards Ali
$50 USD 在40天之内
4.9 (191条评论)
8.2
8.2
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Hi there, I can definitely help you to update and upgrade your excel sheet using advanced formulas and VBA. I have done FIFO VBAs for Capital gains before as well on excel and google sheets. We can do a quick zoom meeting to understand your requirements in detail. We are a team of trained  professionals with years if experience in MS excel , Google Spreadsheets, VBA Macros and App scripts. Hit us up and we can talk in detail. Regards, Nikita and her team at Affiliation
$50 USD 在40天之内
5.0 (66条评论)
7.1
7.1
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Hi, Hope you are doing well. I'm a senior developer with 5 years of experience in Excel, Visual Basic, Data Processing, PHP and Google Sheets. . Please contact me and let's discuss more in detail. Thanks and Regards
$33 USD 在40天之内
4.9 (313条评论)
7.3
7.3
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Greetings, I have read project details and kindly provide sample Excel sheet in which issues are to be resolved? For now, ignore the bid amount, as we still need to discuss thru' chat & finalize the scope of work. Look forward to hearing from you. Regards, Yasir LEADconcept
$33 USD 在40天之内
4.9 (4条评论)
6.5
6.5
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ID : 35123347 Greetings, We are interested to work on this project, please find my comments inline with yours. 1. I run a tax compliance business that works with individuals with connections to both the US and Canada. =>Ok. Can you share the existing excel spreadsheet? I would like to suggest you that instead of improving your excel sheet we will switch it to Microsoft Access. It is a great tool when scaling-up and excellent reporting features. Two key problems are: 1) Avoiding circularity with the use of new formulas like filter, scan, etc. =>Ok, 2) Creating a first in, first out approach to security dispositions for the purpose of capital gain calculations. =>Ok. once we get existing spreadsheet then we can analyse it more. 2. I'm an advanced Excel user, so you should only consider this assignment if you think you are very advanced and can bring advanced solutions (either in formula, data analysis or VBA) to the problem. =>We are Microsoft Access,  Excel and SQL server database developers, about the experience my senior colleague has over 21 years experience and I have a 7 year of experience in building Microsoft access databases for various industry types and purpose, we do have contracts with couple of companies for long-term support. Regards Sonali
$20 USD 在40天之内
4.9 (85条评论)
6.3
6.3
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Excel expert. I can do it. As 9+ years experiences in these field. I can give good quality work. I have read the guidelines of your work.I believe that i can provide you the best quality works you are anticipating from this platfrom give me a chance to show you the best i can do at your service.
$50 USD 在40天之内
4.8 (148条评论)
5.8
5.8
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Hi I am a very experienced statistician, data scientist and business analyst. I have completed several PhD level thesis projects involving advanced statistical analysis of data. I have worked with data from several companies and have done projects involving high level quantitative analysis and data interpretation skills to study the trends, time behaviour and compare the variables in the data. I can do advanced level analysis in SPSS, R, PYTHON, OPENCV, WEKA, TABLEAU, POWER BI, and EXCEL tools like image processing, machine learning, deep learning, AI, NLP, hypothesis testing, forecasting, T-test, ANOVA etc. Looking forward to discussion, Best Regards, Suyash
$100 USD 在40天之内
4.9 (20条评论)
5.6
5.6
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Hi there! I work with such things on daily basis. One thing to consider is to move everything to Google Sheets, which has in fact an Excel Look&Feel but formulas are much more flexible. To bypass circularities, I usually us an approach, which should also cover the FIFO approach you are seeking for. I had a very similar project a few weeks ago, which was about stock, FIFO etc. This project finally ended up in a Python script, which is also not a problem, as this runs on Colab which is more or less directly connected to sheets. Just have to press the play button there.... You see, I am very experienced in these things and we will get this running :-) CU, Herbert
$80 USD 在40天之内
5.0 (3条评论)
3.8
3.8
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Hello client I have read and understood your project details. As a highly skilled Full-Stack developer, I have enough experience to give a good a turnout of the task as per the instructions given. So far, My clients have never been frustrated with my work and I hope to make you one of them. Please confirm that I am one of the best fits for you and drop me a message for further discussion. Thanks and Best Regards. Jarret
$30 USD 在40天之内
5.0 (1条评论)
2.8
2.8
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Hy, My name is abul fazal md abdul hye (Dawn) iam expertise in Ms Excel,VBA, Bookkeeper, Power Bi ,Tableau data visualazition tools i want to work with you ,if you are give me any chance . Thank you abul fazal md abdul hye whatsapp:+8801711156587 Bangladesh
$33 USD 在40天之内
0.0 (0条评论)
0.0
0.0
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Hi There! As per your requirements I am good in MS Excel as I have worked with some different type of clients by solving their analysis like financial solutions on equity market portfolio analysis, for restaurant type of business for their sales analysis and profitability also as you want advance excel skills I have made some Dashboards for analysis in Excel as per clients requirements. I have experience in working with MNCs as their TAX filing data preparer and other data solutions also in accounting field. I have experience in working with outsourcing accounting companies as well. I want this project as I am qualified with your requirements and work as per your analyzing requirements. for more in detailed please contact me. Regards!
$20 USD 在30天之内
0.0 (0条评论)
0.0
0.0
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We are about 20 years of experience in financial, accounting and system development operations. Your requirements can be fulfilled by firmula or by macro. We are specialists in both. Please consider this proposal and chat with us to proceed further. We cal work in your day time for easy connectivity.
$15 USD 在40天之内
0.0 (0条评论)
0.0
0.0
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I assist in forensic and investigation projects, companies deny to present their data in most of the cases. We have to deal with various complexities in data.I believe that a student will always be the student in excel. You can give me a shot, will not disappoint.
$25.99 USD 在30天之内
0.0 (0条评论)
0.0
0.0
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Hi, I can do this project. I have more than 10 years of experience in Word, Data Processing, Excel, Data Entry and Copy Typing. Thus, you can expect to receive an output exactly as you want for your project. Please advise the complete details of the logic of the calculations and please also send sample files. I will take a look at them then we can set a schedule for a call. Also, please advise your current time zone. I am looking forward to hear your response. Thanks! Kind Regards, Jason
$15 USD 在40天之内
0.0 (0条评论)
0.0
0.0
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Hello Dear i am MCSD / MCP and MS office expert i can full fill your all requirements regarding this project. Lets initiate chat to discuss final budget and timeline.
$45 USD 在40天之内
0.0 (0条评论)
0.0
0.0
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I am expertise in VBA skills.
$33 USD 在40天之内
0.0 (0条评论)
0.0
0.0
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Hello I am expert in vba, Excel and access, I have 12 years of experience in Java, php and python programming, I work with Excel documents and write macros for Excel data analysis and automate daily tasks. I believe I am the ideal candidate for your project and we could very well work together in the future.
$33 USD 在40天之内
0.0 (0条评论)
0.0
0.0
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Hi, I am very much expert in VBA automation coding. I have done lots of projects in excel VBA, word VBA, macro code. I can create UI using controls, coding, process data, plotting chart and etc. I have done about more than 100 projects in excel VBA. Am 15+ years experience in C, C++, VB, Excel VBA, Word VBA and macro code. Looking forward your reply.
$50 USD 在40天之内
0.0 (0条评论)
0.0
0.0

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CANADA的国旗
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